Mascoma Wealth Management’s Shopify SHOP Stock Holding History

Mascoma Wealth Management’s Portfolio SHOP Stock Details SHOP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-18	Closed	-$1.72K	–	497
2025 Q1	$1.72K	Hold	18	–	–	﹤0.01%	460
2024 Q4	$1.91K	Buy	+18	New	+$1.75K	﹤0.01%	476
2023 Q2	–	Sell	-130	Closed	-$6.3K	–	573
2023 Q1	$6.3K	Hold	130	–	–	﹤0.01%	454
2022 Q4	$4.51K	Hold	130	–	–	﹤0.01%	501
2022 Q3	$4K	Hold	130	–	–	﹤0.01%	511
2022 Q2	$4K	Hold	130	–	–	﹤0.01%	528
2022 Q1	$9K	Hold	130	–	–	﹤0.01%	457
2021 Q4	$18K	Buy	+130	New	+$19K	0.01%	346

Other funds holding SHOP

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return